Nutfield Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual investors, high‑net‑worth clients, trusts and small businesses, providing financial planning with a focus on retirement and estate planning, investment advisory services, tax preparation, and insurance products including life, health, fixed and equity‑indexed annuities. It also supports employer retirement arrangements and offers a reactive "RIA Lite" option for clients who want on‑demand advisory guidance rather than continuous monitoring.
Investment advice is delivered on a non‑discretionary basis: the firm analyzes client circumstances, recommends customized portfolios, and leaves final investment decisions to clients. Its investment process uses fundamental and cyclical analysis and employs a mix of buy‑and‑hold strategies, occasional short‑term trading and covered‑call techniques, with quarterly reporting and reviews for full‑service clients.
Notable distinctions include an affiliated insurance agency that offers commissionable insurance and annuity products while the firm is expanding fee‑based advisory offerings, and a formal sub‑advisory arrangement with Halo Securities to migrate and service legacy annuity contracts. The firm is licensed to place insurance in multiple states, provides tax preparation and employer Simple IRA support, and has established relationships with third parties such as Halo Securities and Charles Schwab while adopting technology enhancements (including use of AI for documenting meetings).
Client services
Expertise
Fee options
Fixed fees for comprehensive financial planning based on complexity; flat quarterly fees for ongoing support; fees negotiable
1.00% annually
Commissionable insurance products (life, health, accident, fixed and equity indexed annuities) through insurance agency
$275 per hour for comprehensive financial planning; $75 per hour for support staff
Account minimum: Less than $500 deposit for financial planning; no specific minimum stated for investment advisory services Fee-only: Flat fee or hourly rate for financial planning; $275/hour for advisor, $75/hour for support staff; flat fees based on complexity for ongoing support
Main office
Auburn NH
Advisors at this office
2
Most active in
Massachusetts · New Hampshire
Also doing business as
Nutfield Financial · Nutfield Financial Services, Ltd
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Daniel M
Series 66
Auburn, NH
Nutfield Financial
Daniel Mclaughlin is a financial advisor at Nutfield Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Nutfield Financial Services Ltd. Outside of advisory work, he is also an insurance agent selling life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses, offering financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm provides non-discretionary investment advice using fundamental and cyclical analysis combined with various portfolio strategies and supports employer retirement arrangements along with an on-demand advisory option.
David M
CFP®, Series 63
Auburn, NH
Nutfield Financial
David Mclaughlin is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Nutfield Financial. He has worked at Cetera Advisors LLC for eight years and has been with Nutfield Financial Services, Ltd since 1994. Outside of advisory work, he is involved in tax preparation and financial services under a DBA of his firm and also acts as an insurance agent selling life, health, disability, annuities, and long-term care products. Nutfield Financial serves individual investors, high-net-worth clients, trusts, and small businesses by providing financial planning focused on retirement and estate planning, investment advisory services, tax preparation, and insurance products. The firm delivers non-discretionary investment advice using fundamental and cyclical analysis, combining buy-and-hold strategies, occasional short-term trading, and covered-call techniques.
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